CoastEdge Partners
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
888 Prospect St Ste 220, La Jolla, Calif...Phone Number
(858) 997-2777Website
www.coastedge.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About CoastEdge Partners
CoastEdge Partners is a registered investment advisory firm that specializes in customized investment management for high net worth investors and institutions. The firm integrates comprehensive wealth advisory services with access to exclusive alternative investment opportunities typically reserved for large institutional investors. CoastEdge is committed to aligning its interests with clients by investing alongside them and maintaining transparency through regular communication and reporting. Their approach focuses on constructing tailored multi-asset class portfolios that reflect clients' long-term financial goals and risk profiles.Explore more
CoastEdge Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
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CoastEdge Partners Tech Stack
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CoastEdge Partners News & Media
CoastEdge Names Four New Principals
SAN DIEGO--(BUSINESS WIRE)--CoastEdge Partners, a San Diego-based registered investment advisor with more than $2 billion assets under management, is pleased to announce the recent promotions of Kris Farren Moss, Alex Ponchak, Sam Bagheri, and Ian Hill to Principal. Over the past five years, CoastEdge has grown its assets under management by six times. The new Principals are charged with helping to sustain that growth trajectory through bespoke investment management, operational innovation, and
Read more news
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CoastEdge Partners is a registered investment advisory firm that specializes in customized investment management for high net worth investors and institutions. The firm integrates comprehensive wealth advisory services with access to exclusive alternative investment opportunities typically reserved for large institutional investors. CoastEdge is co... Read More
